Wealth Management

Wealth Management

True wealth management is providing a range of inter-related brokerage, investment and advanced planning products and services to clients in a consultative manner. As financial professionals, our first priority is to help clients achieve their financial objectives. We provide a systematic, personalized approach referred to as Professional Wealth Management, which includes:

  • Understanding your financial objectives.
  • Gathering current financial information.
  • Developing smart, time-tested strategies.
  • Implementing thoughtful, creative solutions.
  • Providing timely, ongoing service.

Investment Products and Services

Through our affiliation with RBC Correspondent Services, our clients have access to products and services that allow investment flexibility [1]. These products and services include the following:

  • An Investment Access® Account, which provides unlimited check writing; a Visa Platinum® Debit Card; electronic access for direct deposits, withdrawals and systematic investments; and convenient borrowing through marginable securities.
  • Fee-based options that provide access to professional money managers; numerous mutual fund investments in one easy-to-manage account; and an account that can contain stocks, mutual funds and other investments.
  • Retirement plan accounts that range from individual plans (traditional and Roth IRAs) to business retirement plans, such as 401(k) and SIMPLE plans.
  • Fixed-income products, including government, municipal, corporate and mortgaged-backed securities.
  • Thousands of mutual funds from the country's most prominent mutual fund families.
  • Comprehensive account statements with easy-to-read trade confirmations.
  • An online tool for 24/7 access to client accounts that provides brokerage information, a daily market summary, company and mutual fund profiles, headline news, "most actives" on the market, quick charts, quotes — all the things needed to keep today's investor up-to-date.